The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| AFMBX | FBAFX | AFMBX / FBAFX | |
| Total Expense Ratio | 0.25 | 0.33 | 76% |
| Annual Report Gross Expense Ratio | 0.25 | 0.33 | 76% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 10.204 | 9.937 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 283B | 100% |
| Annual Yield % from dividends | 2.09 | 2.01 | 104% |
| Returns for 1 year | 11.66 | 10.66 | 109% |
| Returns for 3 years | 43.91 | 44.05 | 100% |
| Returns for 5 years | 33.68 | 34.98 | 96% |
| Returns for 10 years | N/A | N/A | - |